Job Description
Launch your finance career with Kansas City's premier wealth management firm! We're seeking ambitious individuals no experience required to join our award-winning Financial Advisor training program. Benefit from comprehensive mentorship, industry-leading certification support, and a clear path to six-figure earnings.
Our 12-week paid training program covers portfolio management, client acquisition strategies, and compliance protocols. Enjoy uncapped commission potential, health benefits, and quarterly bonuses. Work alongside top financial professionals while building your client portfolio.
Responsibilities
- Complete comprehensive financial advisor certification curriculum
- Develop personalized financial plans for clients under mentor guidance
- Build and maintain client relationships through consultative meetings
- Present investment opportunities aligned with client goals
- Collaborate with senior advisors on complex portfolio strategies
- Meet monthly client acquisition targets with sales team support
- Stay current on financial regulations and market trends
Qualifications
- High school diploma or equivalent (degree preferred)
- Strong communication and interpersonal skills
- Basic proficiency in Microsoft Office Suite
- Self-motivated with entrepreneurial mindset
- Valid Missouri securities license (we provide training)
- Passing background check required
- Ability to work flexible hours including evenings/weekends
- Commitment to ongoing professional development